Bill Hagerty Stock Trades

Bill Hagerty Trading Activity | Quantellect Bill Hagerty Trading Activity | Quantellect

Bill Hagerty's disclosed trading activity spans both publicly traded securities and private entities. The two most recent entries on file stand out: a $250,001-$500,000 purchase of an interest in Contour Venture Partners V, LP, an early-stage venture fund, transacted on 2026-01-23 and disclosed on 2026-02-23, and a $100,001-$250,000 purchase of an interest in Hall Ward Energy Fund II, LP, an Oklahoma City-based fund that invests in non-operating working interests in oil and gas wells, transacted on 2026-01-29 and disclosed on 2026-03-02. Neither transaction involves a publicly traded ticker. Both are purchases of limited-partnership interests, and they are the only two transactions recorded for 2026 to date.

That shift is consistent with a broader move away from single-stock trading. Hagerty's transaction history, drawn from Senate financial disclosure filings, runs from a first recorded transaction on 2021-01-08 through the latest on 2026-01-29, spanning 24 purchases, 30 sales, and 6 other transactions, all recorded as exchanges, for a total of 60 transaction rows. The distribution by year is lopsided: 30 transactions in 2021 alone, 15 in 2022, then a steep drop to 5 in 2023, 6 in 2024, 2 in 2025, and 2 so far in 2026. Attribution data shows 37 of the 60 transactions are coded as self, with the remaining 23 marked unknown or not available from source, meaning the source data does not identify the responsible party. None are attributed to a spouse, joint account, or dependent child in this dataset.

From single stocks to private funds and real estate

The earliest years of Hagerty's disclosed activity show frequent single-security sales. A dense cluster between 2021-12-23 and 2021-12-29 included full or partial sales of RenaissanceRe Holdings Ltd (RNR), Ryman Hospitality Properties Inc (RHP), Datadog Inc (DDOG), Pinnacle Financial Partners (PNFP), Enova International Inc (ENVA), Chatham Lodging Trust REIT (CLDT), Coca-Cola European Partners PLC (CCEP), and smaller energy-partnership units in Nustar Energy and Blueknight Energy Partners. RenaissanceRe and Ryman Hospitality each appear twice in the most-frequently-disclosed list, exclusively as sales: RenaissanceRe had partial sales on 2021-12-23 and 2021-12-28, while Ryman Hospitality had partial and full sales on 2021-12-23. Datadog is the most frequently disclosed security in the packet, appearing in three separate sale transactions between 2021-11-08 and 2023-12-27, each recorded as a partial or full sale.

Since 2022, the character of the disclosures has changed. A run of purchases on 2022-02-28 covered interests in Nashville Soccer Holdings, LLC and Liberty Partners, LLC, both described in the filings as vehicles for sports and entertainment interests. Each carried a disclosed amount range of $1,000,001-$5,000,000, and all five transaction rows are coded as unknown attribution. Later disclosed purchases involved commercial real estate limited partnerships tied to Nashville and Wilmington, Delaware entities, including HC D Hill Partners, LP, 445 Park Commons, and NSHD MSE Block C Joint Venture, LLC. The HC D Hill Partners rows are coded as unknown attribution, while the 445 Park Commons and NSHD MSE Block C transactions are coded as self. Two transactions on 2024-12-10, disclosed on 2024-12-30, recorded $250,001-$500,000 full sales tied to CareBridge, described as a healthcare services technology business based in Nashville, TN; both are coded as unknown attribution. The 2024-12-30 disclosure also included a full sale of Equity Commonwealth (EQC), transacted on 2024-12-13. A separate filing recorded the full sale on 2024-10-30 of a Keysight Technologies corporate bond with a listed maturity date of 2024-10-30.

A 2024-07-22 exchange recorded Equitrans Midstream Corp as exchanged and EQT Corp as received. Other disclosed exchanges include a 2023-11-06 transaction recording Crestwood Equity Partners LP as exchanged and Energy Transfer LP as received, and a 2021-05-17 transaction recording FLIR Systems as exchanged and Teledyne Technologies shares as received.

Sector concentration and what the names represent

Of the 60 disclosed transactions, 43 carry no sector classification in the packet. Among the transactions with a sector tag, Financials accounts for 8 disclosures: two RenaissanceRe sales, two Lemonade Inc (LMND) sales, a Pinnacle Financial Partners sale, an Enova International sale, and two TACO sales identified in the transaction descriptions as Del Taco Restaurants transactions. Information Technology accounts for 3 disclosures, all Datadog sales. Real Estate carries 3, split between Ryman Hospitality and Chatham Lodging Trust. Consumer Staples, Health Care, and Industrials each show a single disclosure apiece, tied respectively to Coca-Cola European Partners, a Natera Inc (NTRA) genetic-testing sale, and a Boeing Company (BA) purchase transacted on 2021-06-08 and disclosed on 2021-07-08.

Datadog, the most repeated name in the file, operates a cloud observability and security monitoring platform used to track infrastructure and application performance. RenaissanceRe underwrites property catastrophe and casualty reinsurance out of Bermuda. Ryman Hospitality owns large convention-center resort hotels, including Gaylord-branded properties, along with the Grand Ole Opry and other Nashville entertainment assets. Lemonade offers renters, homeowners, car, pet, and life insurance. Boeing needs no introduction as a commercial and defense aerospace manufacturer. Datadog, RenaissanceRe, Ryman Hospitality, and Lemonade were disclosed in partial or full sales, while Boeing appears in a single purchase.

Hagerty does not currently carry a Quantellect Score; no score row has been published for him as of the latest scoring date of 2026-08-21. On that date, 76 members overall had a score, including 73 of the 537 sitting members of Congress. Separately, 276 sitting members had zero disclosed transactions; Hagerty is not in that group, as his record contains 60 disclosed transaction rows.

Disclaimer

This profile is based solely on data disclosed under the Stop Trading on Congressional Knowledge (STOCK) Act of 2012 and filed with the Senate Select Committee on Ethics. Transactions attributed as "unknown" reflect gaps in the underlying disclosure record, not a determination of who executed the trade. Amounts reflect disclosed ranges, not exact values. This content is for informational purposes only and does not constitute investment advice or an inference of wrongdoing.